This feature is available on all Goodshuffle Pro Plans.
If you want to track sales totals by client (and even by month), follow this reporting workflow using your Projects list.
Step 1: Set Up Your Custom Columns
Go to your “Projects” page.
Click “Edit Columns” and add:
“Client Name”
“Contract Total”
“Logistics Start” (for filtering by date)
Click “Update Columns.”
Step 2: Filter Your Projects
Use the Project Filters on the left to narrow by:
Date Range
Client
Venue
Sales Lead
Don’t forget to check “Include Archived Projects” if you're looking for completed events!
Step 3: Download Your Project List
Select all projects
Click the Download icon.
Choose “Project List – Visible Columns.”
Click Email Files
Open the downloaded file in Google Sheets for the next steps.
Note that Goodshuffle Pro Lite Plans can only export Contracts (signed and unsigned) from the Project List. You must upgrade to Goodshuffle Pro Standard to export other files.
Step 4: Build a Pivot Table
In Google Sheets, click “Insert” → “Pivot Table.”
Add these fields:
First, add in the Rows of Client Name
Then, add the Value of Contract Total
After, filter the Client Name Row by the Sum of Contract total.
You'll see the sum of all projects for your clients, so you can quickly identify which of your clients have had the highest contracts.
Step 5: Break It Down by Month
Want to see totals by month?
Select the “Logistics Start” column in your sheet.
Format it as a Date (Format → Number → Date).
In your Pivot Table:
Add “Logistics Start” to the Rows section.
Right-click any date → “Create Pivot Date Group” → “Year-Month.”
Now you'll see contract totals broken out by month.
Troubleshooting
If you see an error like “Too many values”, do this:
Add a Pivot Table Filter for “Logistics Start.”
Filter by Logistics Start Date.
Clear all entries and select just one date from the list.
Now that you've got this one entry, right-click on the date, click 'Create Pivot Date Group', then click 'Year - Month' (for example). This will narrow down the projects listed here by year and month.
Then, remove the filter from the pivot table.
Now you'll see a handy summary of contract values broken out month over month.
Pro Tip: Click on any value in your pivot table to see the individual projects that make up that total!
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!